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Calculators

Only 41% of U.S. workers have tried to determine how much they will need to save for a
comfortable retirement.

Source: Employee Benefit Research Institute, 2017

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate
answers to common financial questions. They are not intended to predict future
returns or results. Simply click on one of the general financial topics below and
you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Mitchell R. Owen, CLU®, CFP®, is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of PA, DE, NY, NJ. No insurance business may be conducted outside these states referenced.

Mitchell R. Owen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA / SIPC, a licensed insurance agency. In this regard, this communication is strictly provided for individuals residing in the states of PA, DE, NY, NJ, MA and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Mitchell R. Owen is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of PA, DE, NY, NJ, MA, and TX. As such, these services are strictly intended for individuals residing in the specific states referenced.

Owen Wealth & Retirement Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Owen Wealth & Retirement Strategies or its staff, nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.